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Create master deal folder and link to record

Create master deal folder and link to record

Your opportunity records lack a master folder, so deal documents scatter and reps waste time finding contracts. It creates a deal folder and writes links to the opportunity record for quick access.

Create master deal folder and link to record

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Overview

Scattered deal files slow every stage of the sale and create friction between reps, legal, and delivery. By provisioning a master deal folder and writing links back to the opportunity record, you give reps instant access to contracts and materials and reduce handoff time within minutes.

Create master deal folder and link to record